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Annotating Records

Posted: Wed Aug 13, 2008 4:04 am
by ffrsqpilot
Last night I received a phone call from one of the clerks in our stake asking how you go about annotating an individuals record with a comment - it was at his Bishops request. I thought about it but cannot come up with a means of annotating a record other than one of two ways, neither of which is what they wanted to do. As far as I know you can annotate a record when it is moved out with a comment that the new Bishop should call the previous Bishop for a member that is moving, or you (actually Church Headquarter) annotates a record when disciplinary action has resulted in disfellowshipment or such. Is there another way to annotate a record at the ward level?

Thanks

Posted: Wed Aug 13, 2008 8:37 am
by mkmurray
Pilotfly wrote:Last night I received a phone call from one of the clerks in our stake asking how you go about annotating an individuals record with a comment - it was at his Bishops request. I thought about it but cannot come up with a means of annotating a record other than one of two ways, neither of which is what they wanted to do. As far as I know you can annotate a record when it is moved out with a comment that the new Bishop should call the previous Bishop for a member that is moving, or you (actually Church Headquarter) annotates a record when disciplinary action has resulted in disfellowshipment or such. Is there another way to annotate a record at the ward level?

Thanks

See this thread:

http://tech.lds.org/forum/showthread.php?t=1627

Posted: Wed Aug 13, 2008 9:44 am
by ffrsqpilot
Thanks,
I was pretty sure that only "Contact Previous Bishop" or placing a move restriction were the only way to annotate a record. Makes sense not to have carte blanch ability to annotate records which could easily get out of hand.

Jim

Posted: Wed Aug 13, 2008 9:20 pm
by rpyne
Pilotfly wrote:Thanks,
I was pretty sure that only "Contact Previous Bishop" or placing a move restriction were the only way to annotate a record. Makes sense not to have carte blanch ability to annotate records which could easily get out of hand.

Jim


A high priority enahncement for me would be to allow setting a "Contact Previous Bishop" flag without moving the record so that if a new ward requests the record they get the message.